Calculates the long-term cost of investment fees including expense ratios, advisor fees, and transaction costs. Expresses fee impact as both dollar amounts and percentage of final portfolio value over your time horizon.
Free and open source. macOS, Windows and Ubuntu.
Add the skill to a bot, then ask your Chief of Staff:
“Use the Investment Fee Analyzer skill on this: [describe the job, or paste your notes].”
For fixed dollar fees (account maintenance fees), convert to a percentage by dividing by the projected average balance for that year. For large portfolios, fixed fees become negligible; for accounts under $10,000, a $30/year fee can represent 0.30%+.
Free for Mac, Windows and Ubuntu.
Open Settings → Skills and switch on Investment Fee Analyzer for any bot. Or ask your Chief of Staff to pick skills for a job.
The bot reads the skill when the job calls for it, and works the way it lays out.
Each of these library teams gives its bots this skill. Import one free and look inside first.
Calculates the long-term cost of investment fees including expense ratios, advisor fees, and transaction costs. Expresses fee impact as both dollar amounts and percentage of final portfolio value over your time horizon.
Nothing. It ships with Murage, which is free and open source. Your bots run on the AI plan you already have.
Yes. Open it in Settings → Skills to read, edit or duplicate it. Skill Guard scans it again after every edit.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for